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How to delete a client

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Sometimes tidying up your client list is necessary, but you do not want to lose that information forever. Whenever you delete a client in Timely, you can restore their profile and data anytime. In this guide, you will learn how to delete a client. If you decide you want to restore their details, see our help guide How to restore a deleted client.

 

 

How to delete a client

When you archive or delete a client, they will be removed from the customers tab, as well as from your search results. This means that you will not be able to view their customer record, or make any new appointments for them. 
 

Step-by-step instructions

1 Head to the customer tab in the main menu, and find the client you want to archive.

 

2 In the top right corner of their record, click the three dots menu button on their record and select the delete action on the right-hand side to delete the client.

 

3 Confirm that you want to delete the client from your system. They will then be removed from the  customers tab and your search results. However, you can restore them at any time. See our help guide How to restore a client for more information on how to do this.

 

Important note: deleting a client removes their profile from your customer list and search results, but does not remove their historical data. Their past appointments will remain in the calendar as originally entered, and you can still access their invoices and historical information through reports.

 

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